CFO Indicator Q1 2016: Big Data, Better Vision: The Agile CFO

10 Most Popular Excel Tips and Tricks (and When to Use Them)

Webcast

Tips for Getting Your Business On Board With Rolling Forecasts

Companies often spend weeks or months developing an annual plan or budget, but by the time they're finished, the market has changed and the budget has become obsolete. There's a better way; rolling forecasts.

SaaS Finance: Moving Fast and Staying Nimble

Infographic

Peak Ascent: How FP&A Can Guide CFOs to Great Heights

The Q2 2016 global CFO survey from Adaptive Insights took a deep dive into financial planning and analysis (FP&A) for the first time—and revealed a great need for FP&A teams to become more strategic to support CFOs as they increasingly play a broader role in guiding corporate planning and performance. The report highlights CFOs’ hiring...

Webcast

Mastering Financial Reports: How to Avoid Costly Mistakes

Webcast

Creating and Owning a Culture of Analytics: How CFOs can...

Listen in as Hitesh Peshavaria, Partner at Deloitte, and Kerman Lau, Vice President of Finance at Adaptive Insights discuss how organizational leaders can create a culture of analytics so teams can deliver accurate data, analysis, scenario plans an more.

The Goldilocks Budget: Best Practices for Developing a Just...

Video

Entrepreneur Of The Year Awards

The EY Entrepreneur Of The Year® 2016 Award in the Northern California Region, recognizes entrepreneurs who demonstrate excellence and extraordinary success in such areas as innovation, financial performance, and personal commitment to their businesses and communities. Rob Hull was selected as a finalist by a panel of independent judges.

eBook

The Goldilocks Budget: Best practices for developing a “just...

Getting to a budget that is “just right” for your organization can prove a painstaking and daunting task. But by following a proven approach developed by Jeff Epstein and Byron Deeter, you can establish a transformative budgeting practice that enhances communication and collaboration, better informs planning, and can even help drive growth.

Webcast

Scenario Planning Done Right: A Blueprint for Effective Plans

Discover how to effectively add scenario planning to your FP&A toolbox. You'll learn how to define initiatives and drivers that will deliver growth, such as hiring, investments and pricing. Our panel also discusses how to evaluate scenarios to determine baseline impact and shares real-world stories about how clients and customers are...

CFO Indicator

CFO Indicator Q2 2016 – Peak Ascent: How FP&A Can Guide CFOs...

The Q2 2016 global CFO survey from Adaptive Insights took a deep dive into financial planning and analysis (FP&A) for the first time—and revealed a great need for FP&A teams to become more strategic to support CFOs as they increasingly play a broader role in guiding corporate planning and performance. The report highlights CFOs’ hiring...

Adaptive SaaS Planning & Analytics

Webcast

Higher Education Industry Spotlight: Tactical to Strategic...

Join us for an exciting customer panel discussion with Elizabeth Dionne, director of finance at College of the Holy Cross, and John McGrath, budgeting manager at Babson College. They’ll describe how they’ve made the transition from tactical to strategic—and elevated the role of finance to better address emerging challenges.

Webcast

The DNA of High Performing Finance Organizations

Watch this informative webinar to hear how Craig Rucker, Vice President of Finance at leading publisher Active Interest Media, evolved his team from “pushing around numbers” into an “operational hub” that plays a key role in strategic decision-making.

Webcast

5 Ways to be Recognized as Top Talent

Many CFOs feel their teams don’t have the right skills and behaviors to drive excellent performance. Learn practical strategies for demonstrating the competencies that CFOs and senior leaders expect from high performers.

Webcast

Healthcare Industry Spotlight: Planning for Value Metrics

Join us to learn how healthcare organizations like the Mayo Clinic have redefined their planning, reporting, and performance management. We’ll show you ways to manage uncertainty with continuous planning and rolling forecasts, support data-driven decisions, and track and control costs.

The ABCs of Lean Finance: Practical Strategies for Increasing...

Blog Post

CFO Q&A: Why Today’s Finance Chiefs are Data Interpreters

Last month, we welcomed a new CFO, Jim Johnson, to Adaptive Insights. Jim is the epitome of a modern CFO who isn’t just experienced in finance, but is a true business leader. Jim likens the CFO role to that of an interpreter who must not only understand the language of finance, but also have the communication and interpersonal skills to translate...

eBook

Nine Circles of Excel Hell

Excel is one of the world’s greatest desktop tools—until you need to gather data from across the organization, roll up departmental plans, or do complex, collaborative planning. This eBook outlines Excel’s nine biggest limitations, and how you can overcome them by moving to financial planning and analysis (FP&A) in the cloud.

Demo

Plan, Model, and Analyze Your Business

Explore how the Adaptive Suite provides integrated budgeting, forecasting, and reporting for improved business performance. A powerful data integration platform allows for automation of imports and exports from any system, cloud, or on-premises solution.

Infographic

The Agile CFO: Navigating Economic Uncertainty with Data Insights

CFOs are faced with an increasingly uncertain economy, regulatory changes and big data. Survey data from 377 CFOs highlight how they are navigating through the sea of changes with analytics, insight and planning.

Setting a Course to “Yes”: How the CFO Role is Evolving

Webcast

Forecasting With Confidence

Join us for a practical, informative webinar on new techniques you need to create a forecast that is accurate and drives strategic and investment decisions. You’ll learn how to create a forecast that accurately reflects key business drivers and aligns expenses with revenues before spending gets out of control.

Webcast

Forecasts That Don't Disappoint

Webcast

Common Dashboard Mistakes and How to Fix Them

We'll share common pitfalls that limit the effectiveness of dashboards along with tips to address them. You’ll hear real-world examples of how finance teams are delivering insightful dashboards to drive business decisions in minutes, not days.

eBook

Making the Shift: Four Secrets Behind Great Budgeting and...

Learn four approaches to making the budgeting process simpler, less time-consuming, and more aligned with targets. Find out how CFOs can take the lead in reinvigorating budget discussions, setting targets for continuous improvement, and leveraging rolling forecasts to perform more-effective business analysis.

White Paper

5 Secrets to Success With Business Intelligence

Learn the five best practices used by companies that have successfully harnessed business intelligence (BI) to gain deep, actionable insights into performance. Based on the findings of a landmark report by Dresner Advisory Services, this white paper will help you launch and drive a successful BI initiative at your organization.

Webcast

Dare to Dashboard: Stop pulling data, start delivering insights.

Watch this informative webinar and find out how to start delivering actionable insights with your dashboards. You’ll learn how to stop the pain of gathering data so you can spend more time on value-added analysis.

Video

Customer Testimonial Overview

Hear how our customers transformed their businesses with Adaptive Insights. Adaptive software solutions accelerate routine reporting processes, offer more transparency in planning, and enable CFOs and finance teams take on more strategic roles in their companies.

eBook

Beyond Number Crunching: Six Best Practices of Top Controllers

Discover the six best practices that today’s best-in-class controllers follow to elevate their role from number crunchers to strategic business partners. This eBook explores how these top controllers improve productivity, reduce costs, and streamline processes ranging from consolidation to financial reporting.

CFO Indicator

CFO Indicator Q4 2015: Collaborative Finance Organizations: The...

The CFO is moving from finance gatekeeper to a champion of strategy and value creation, and finance’s reach and impact now extends throughout the company. Insights from a survey of 533 global CFOs highlight the evolving role of the CFO and the need for deeper collaboration and expanded skills across the entire finance function.

Infographic

Gearing Up for Finance 2020: CFOs Shift Talent Requirements for...

Finance teams have many moving parts, and they’re plugged into different business units—this requires smooth connections to keep the company on track. Data from the CFO Indicator Q4 2015 report shows how finance leaders are gearing up for the future.

White Paper

4 Steps to Making Your Finance Function an Analytics Powerhouse

Are you ready for the changing role of the finance function? This report explores the expanding responsibilities of finance leaders and outlines a four-step approach for elevating your role to a more strategic position. You’ll learn how to create a culture of data-driven decision-making that enables insight and drives value.

Webcast

The 7 Costliest Reporting Mistakes

Join guest speaker John Dunican, head of CFO Advisory Services for Armanino, the largest independent accounting and business consulting firm, as he discusses the 7 costliest management reporting mistakes and shares actionable tips on how to avoid them.

Video

Evariant Customer Testimonial

Evariant’s enterprise platform delivers analytics to healthcare and hospital systems, but the company desired similar insight into its own financial performance. With the Adaptive Suite, Evariant gained visibility through revenue forecasting, what-if scenarios, and other custom reporting features.

Video

Fairfield Residential Customer Testimonial

At Fairfield Residential, the revenue reporting process left little time for data analysis. The property management company desired a financial performance solution that could bridge that gap. With one click in Adaptive OfficeConnect, Fairfield Residential quickly produced high-quality reports to glean actionable insights.

Video

MAX Credit Union Customer Testimonial

At MAX Credit Union, the lengthy process to create financial reports took time away from analyzing data. High-quality reports built in Adaptive OfficeConnect allowed for deeper data analysis and fueled a greater ability to describe the data rather than just looking at extensive spreadsheets and numbers.

Video

Perion Network Customer Testimonial

Perion needed to reach new levels of automation and productivity across its finance and management teams to perform deeper analysis of the business. The intuitive interface of the Adaptive Suite put dynamic reporting and performance tracking dashboards at the fingertips of Perion’s decision-making teams.

Video

Western Container Customer Testimonial

When Western Container sought to refresh its outdated financial management, the bottling manufacturer knew it needed a solution that quickly and accurately adjusts to changing business needs. The various reporting capabilities in Adaptive Planning, part of the Adaptive Suite, delivered the strategic insight required for growth.

Webcast

FP&A Best Practices for Biotechnology & Pharmaceutical...

CFO Indicator

CFO Indicator Report Q3 2015: Strategic CFOs Break Down Silos to...

The latest global CFO survey from Adaptive Insights shares insights from finance leaders faced with increasing responsibility as the amount of data managed by their teams continues to grow. Results indicate strategic leaders are driving their organizations toward a single source of truth.

Infographic

Finance’s Data Journey: All Roads Lead to a Single Source

As the amount of data created continues to grow, finance leaders are well-positioned to stop data debates by aligning their organizations around a single source of truth. Survey insights from 435 global CFOs show how CFOs are driving toward the finish line.

Webcast

Lessons from the CFO: Thinking Beyond the Numbers

Join Robert S. Hull, veteran CFO and founder of Adaptive Insights, as he shares the quintessential rules of modern FP&A in this interactive webinar. You’ll leave with an actionable roadmap to increase business engagement, deliver trustworthy results, and increase profitability.

Demo

High-Quality, Customized Reports

Learn how to easily make board packages, narrative, management, and other ad hoc reports using the latest actuals, plans, and forecast data. Easily publish reports in any Microsoft Office program, such as Excel, using Adaptive OfficeConnect. Smartlink technology keeps live Word and PowerPoint reports up-to-date.

Demo

Stronger Capital Management

Discover how to manage your entire capital cycle in the Adaptive Suite. Capital planning, reporting, and analysis take tools that make it easy to budget capex items, view financial statements, track expenses, easily update forecasts, and more. Dashboards give an at-a-glance view of expenses and the impact of cash flow.

Blog Post

Modern CFOs Turn to Tech to Create ‘Culture of Analytics’

View an infographic of survey results highlighting how CFOs are using technology to tackle challenges in a fast-paced business landscape. Our Q2 2015 CFO Indicator asked 325 CFOs around the world how their role is evolving, what's inhibiting their success, and how technology has supercharged their strategic decision-making.

Demo

Balance Sheet and Cash Flow Projections

Explore how the Adaptive Suite provides integrated budgeting, forecasting, and reporting for improved business performance. A powerful data integration platform allows for automation of imports and exports from any system, cloud, or on-premises solution.

Video

Adaptive OfficeConnect Overview

Get an overview of creating professional, up-to-date reports using Adaptive OfficeConnect. Easily produce reports in Microsoft Office formats, including Word and Excel, without needing to reformat or recreate data. Live connection with Adaptive Planning and Adaptive Consolidation ensure reports contain the latest information.

Video

Engine Yard Customer Testimonial

Rick Smith, manager of FP&A at Engine Yard, shares how Adaptive Insights spurred analytic innovation in the accounting process. It’s more than managing data. It’s about gleaning insight. Adaptive Insights transformed the Engine Yard finance team into a proactive partner that guides the company towards achieving a strategic vision.

Video

San Francisco Ballet Customer Testimonial

Kim Ondreck Carim, CFO at San Francisco Ballet, discusses the transformation of the finance executive's role using Adaptive Insights. Instead of serving as a tactical scorekeeper, CFOs like Carim can deliver strategic insight into the financial challenges of nonprofits while uploading quality of the arts. Adaptive put data in a new light.

Demo

Accurately Predict Revenue With Integrated Financial and Sales...

Learn how Adaptive Revenue Solution enables sales and finance teams to make data-driven decisions according to revenue lifecycle management. Wielding data through source integration, configurable templates, and other reporting capabilities make for a more powerful solution that drives predictable revenue.

Video

Sift Customer Testimonial

Steve Priscott, CFO of U.K.-based media and advertising company Sift, shares how Adaptive Insights contributes to more strategic and organic growth across an organization. Improved accuracy and faster reporting processes removed number-crunching grunt work, enabling the finance team to get more involved with business decisions.

Demo

Better Expense Management by Accessing Key Cost Drivers

Discover multiple approaches to expense management in the Adaptive Suite. The collaborative and integrated environment delivers a complete view of spending and cash flow. Effectively managing costs, reducing cycle times, and improving visibility—all in real time—are among the benefits of managing expenses in a cloud platform.

Demo

Intuitive, Web-Based Planning Sheets

Learn the features of Adaptive sheets—the heart of where people plan—that accommodate all types of planning, budgeting, and forecasting. Slice and dice across dimensions, easily adjust data, set global formulas, and more. The feel of Excel and intuitive features provide flexibility to suit any business model.

Blog Post

CFO Indicator Q1 2015: The Evolution of the CFO

Get a snapshot of the modern CFO: This infographic highlights the findings of the Adaptive Insights Q1 2015 CFO Indicator report. Key attributes and issues facing a modern CFO include reliance on data analytics to make strategic decisions, desire to improve forecasting, and expectations to contribute to business transformation.

Infographic

Pioneering the Path to Revolutionize Finance

Get a visual history of Adaptive’s rise to success: the largest, most satisfied customer base in the industry. Adaptive Insights launched its cloud-based, financial performance solution to serve companies struggling with manual, error-prone Excel, and enterprises facing challenges with costly, complex on-premises solutions.

White Paper

Budgeting: Seeing the Future

Gauge and improve your budgeting skills with the help of this excerpt from “Manager's Toolkit: The 13 Skills Managers Need to Succeed” (Harvard Business School Publishing). Fundamentals of the process and budgeting terminology are presented with charts and graphs to illustrate key concepts.

The Many Faces of the Modern CFO

White Paper

What-If Analysis and Activity-Based Budgeting

Find insights to make a success of activity-based budgeting in this excerpt from "Time-Driven Activity-Based Costing: A Simpler and More Powerful Path to Higher Profits." Effective activity-based budgeting gives managers much greater spending control over their cost structure, particularly over fixed costs.

Video

Adaptive Insights Customer Highlights Testimonial

Hear how our customers transformed their businesses with Adaptive Insights. Adaptive Insights' software solutions accelerate routine reporting processes, offer more transparency in planning, and enable CFOs and finance teams take on more strategic roles in their companies.

Video

Bonneville International Customer Testimonial

Bonneville International CFO Kent Nate and Director of Business Systems, Analytics and Revenue Service Timothy Swift discuss how the Utah-based radio and television company streamlined its processes through Adaptive Insights, fueling a smarter, faster, and more efficient use of data to monitor programming and ad revenue.

Video

Engineers Australia Customer Testimonial

Melissa Sutcliffe, national manager of finance at Engineers Australia, reveals how business managers gained more control and visibility in budgeting processes after implementing Adaptive Insights. The increased ownership and accountability led to “wow moments” for budget managers, transforming budgets into an exciting process.

Video

Glu Mobile Customer Testimonial

Todd Robinson, senior manager FP&A at Glu Mobile, describes how Adaptive Insights provides the right mix of value, speed of implementation, and ease of use compared to other forecasting applications, like SAP or Hyperion. As a self-described "serial Adapter," Robinson has repeatedly turned to Adaptive Insights throughout his career.

Video

kCura Corporation Customer Testimonial

Todd Bailey, controller at software developer kCura, shares how Adaptive Insights improved visibility into the financial impact of its growing operations. Adaptive Insights software pulled together the main drivers of revenue, and tracking those KPIs in one place delivered a much-needed big-picture view of the organization.

Video

NorthStar Customer Testimonial

Andrew Rosenberg, financial analyst at NorthStar, shares how Adaptive Insights met the needs of the financial services firm, including revenue planning and what-if scenarios for its diverse holdings. The dynamic reporting capabilities allowed for more time analyzing data, shaping NorthStar as it moves forward.

Video

Blurb Customer Testimonial

Gene Domecus, COO at Blurb, shares how dynamic reporting capabilities in Adaptive Insights increased visibility into business decisions and created a more integrated and intuitive financial process. Data contained in a single source of truth permeated all operating metrics, ensuring accuracy and reporting consistency.

Video

Boston Scientific Customer Testimonial

Mark Powers, finance manager at Boston Scientific, explains how Adaptive Planning enabled quick, on-the-fly decision-making and scenario planning through self-service reporting. The finance team evolved from a transactional role into value-added, strategic partner by illustrating the impact of key business drivers.

Video

California Academy of Sciences Customer Testimonial

Stacy Robson, director of finance at California Academy of Sciences, describes how Adaptive Insights technology made it easier to collaborate data across the organization, deliver timely reports, and pinpoint key drivers that move the nonprofit forward.

Video

Hightail Customer Testimonial

See how Adaptive Insights’ planning tool gives Hightail senior financial planning manager Tammy Bieter and her team the time—sometimes with just the touch of a button—to move beyond merely reporting on the numbers to analyzing what the numbers mean.

Video

Lytro Customer Testimonial

See Dan Morgan, vice president of finance at Lytro, talk about his “addiction” to Adaptive Planning, and how the planning tool whittles down the time it takes him to forecast from days to just minutes.

Video

Montclair State University Customer Testimonial

Brian Teets, financial systems manager at Montclair State University, discusses how the robust reporting capabilities in Adaptive Insights have allowed the university to be nimble, which is necessary for university budgets that rely on the state's budget.

Brochure

Adaptive Acceleration: An Inside Look at the Adaptive Customer...

Learn how Adaptive customers are transforming finance processes across industries, including nonprofit, higher education, manufacturing, and healthcare. Hear from CFOs and FP&A leaders who share how cloud-based performance management has reduced budget cycles by 75%, or “has become the backbone of our finance organization."

Datasheet

Higher Education Datasheet

Explore how higher education organizations drive efficiency and streamline data with Adaptive Insights. Budgets involve several factors—such as government funding, grants, scholarships, and more—and require seamless collaboration from university staff down to the department level. Dynamic reporting resolves these challenges.

Datasheet

Professional Services Datasheet

The Professional Services team at Adaptive Insights strives for excellence and it shows: With its deep product expertise, best practices knowledge, and real-world CPM and BI experience, the team earned top place in customer satisfaction surveys by Gartner and BPM Partners.

White Paper

Q2 2015 CFO Indicator Summary Report: CFOs Ready to Lead...

Survey results show that nearly half of global CFOs expect to play a more strategic leadership role. This summary report of the research highlights inhibitors to success, current technology challenges, and areas for future investment.

White Paper

A Better Way to Forecast

Every business decision depends on forecasting the consequences of the decision. Explore the challenges in creating accurate forecasts, and learn how to overcome bias and oversimplifying the truth. Certain methods incorporate more information into formulating predictions, which improves the accuracy of business decisions.

White Paper

Analytics for CFOs

Read how dashboards help finance executives track operational metrics, as well as make informed, strategic decisions under time-critical situations. Modern CFOs oversee important decisions, so they need the right tools and support, including a supportive finance team and visibility into operational and financial data.

Datasheet

eLearning Datasheet

Get 24/7 access to Adaptive Insights eLearning courses. Designed by finance experts with years of experience, Adaptive Insights eLearning short videos are the most convenient way to learn about products at your own pace and incorporate new features into your model design.

White Paper

Six Rules for Effective Forecasting

Read intriguing expert insights from the Harvard Business Review that demystify forecasting. The goal of forecasting is not to predict the future, but to tell you what you need to know to take meaningful action in the present, claims the author, who outlines approaches to develop greater forecasting discernment.

Datasheet

Software and Technology Datasheet

Learn how software companies streamline planning and analysis with Adaptive Insights. Many software companies are moving away from the traditional software-vendor business model and are becoming business service providers. Adaptive integrates multiple data sources for improved forecasting in a changing industry.

Datasheet

Support Datasheet

Learn about the support team that enriches the Adaptive Insights customer experience. Application experts, Adaptive Insights support representatives are ready by phone or email to patiently and thoughtfully guide resolution to any user issue—one reason why the team consistently ranks higher than 97% in customer satisfaction.

White Paper

The Annual Performance Trap: Why the Budgeting Process Must...

Get an on-the-money analysis of budget process woes from the Harvard Business Review. Most agree the process takes too long, costs too much, and adds too little value. That said, the budget process will only move into the 21st century with a new set of management processes and leadership style.

White Paper

The Velocity of Value

Read how "speed of insight” in finance functions accelerates strategic decision-making. Also known as “time to action,” the speed of insight involves more than number-crunching. Finance tools must move beyond a P&L statement and get to the real drivers of innovation and change, which are necessary to drive growth.

Datasheet

Training Datasheet

Take your Adaptive Suite expertise and success to the next level by tapping into our comprehensive training options and team of product experts. With classroom and virtual trainings to choose from, you can pick up new skills in the ways that work best for you.

White Paper

Using Dashboards to Revolutionize Your Performance Management-...

Learn what to consider when implementing dashboards in a performance management system. An article by Mark Lorence, director of Palladium Group, outlines three steps for a successful dashboard rollout: Establish an accurate data pipeline for populating analytics, allow for iteration, and test for data disparities or bugs.

White Paper

Why Forecasts Fail. What to Do Instead

Learn how forecasting falls apart and what to do when it does. The discipline has advanced over the years, but managers must learn from history what they can and cannot predict, and develop plans that are sensitive to surprises. Instead of seeking predictability, it’s better to prepare for different contingencies.

Webcast

5 Budgeting Mistakes You Should Avoid

Sidestep common budgeting mistakes with clear examples of budgeting gone bad and these actionable tips to improve budgeting quality, cut cycle times by more than 50%, and roll up hundreds of spreadsheets across all users in minutes, not days.

Webcast

5 Forecasting Tips for Higher Education Institutions

Get straight talk on how to automate your accounting and finance processes in the cloud for optimal results. Greater data insights with less hands-on effort is just one of cloud computing’s big draws. See how organizations taking the leap also reap more time—and more money—to spend on other business priorities.

Webcast

5 Signs You’ve Outgrown Spreadsheets for Planning and Reporting

Find out how leading finance organizations made the leap from spreadsheets, accelerated their planning and reporting cycles, and drove better decision-making. Spreadsheets often put data accuracy at risk and require more time to distribute. If your organization is over-reliant on spreadsheets, it’s time to make a change.

Webcast

5 Steps to Attaining Dashboard Nirvana

Discover the key dashboard elements you need to identify gaps and opportunities in your performance—and take immediate action. Best-in-class organizations are using dashboards—with their ability to drill deep into data and unearth potential—to accelerate decision-making and deliver trusted business results.

Webcast

5 Steps to Finding Hidden KPIs You're Missing

Get a step-by-step guide to defining the right set of key performance indicators that influence business decisions. Technology makes it easy to identify useful analytics—based on historical data, forecast alignment, stakeholders, and more—that make the greatest impact on business performance.

Webcast

6 Essential Steps to Build a Modern Finance Organization

Discover how to efficiently and accurately turn data into insights. In other words, spend less time fighting fires and more time on strategy. Best-in-class accounting and finance teams capitalize on automated processes that reduce the planning cycle by as much as 75%, improve productivity, and raise visibility into key metrics.

Video

Adaptive Consolidation Overview

Learn about the robust capabilities of Adaptive Consolidation. Dramatically reduce manual processes, accelerate accurate financial results, streamline allocations, and more—all in real time. Since Adaptive Consolidation is part of the Adaptive Suite, take your close the extra mile with powerful reporting and analytics.

Video

Adaptive Discovery Overview

Learn about the power of cloud dashboard software and visual analytics designed for use by executives, line-of-business managers, data analysts, finance, and operations. Adaptive Discovery makes it simple to create and deliver dashboards, drill down into data, and even perform what-if analyses on the fly.

Video

Adaptive Planning Overview

Video

Adaptive Suite Overview

See how Adaptive Suite accelerates your business performance on all fronts. Established on a cloud-based platform, the Adaptive Suite puts planning, forecasting, analytics, financial consolidation, and reporting at your fingertips. The intuitive interface enables anyone, anywhere, at any time to set goals and achieve results.

White Paper

Art of Quantation

Read how to master the art of “quantation”—that is, how to present numerical information effectively. This checklist from Randall Bolten, author of “Painting with Numbers,” covers best practices—from text treatments to concept organization to document layout—to ensure the numbers make sense to your audience.

Webcast

CFO Playbook: 3 Ways to Embrace the Cloud

Gain actionable blueprints for building your financial planning and reporting in the cloud. Real-world case studies illustrate the tangible benefits, such as faster deployment of other applications and lower total cost of ownership, after companies moved their financial processes to the cloud.

White Paper

Communication by the Numbers

Learn how to motivate and inspire teams with data rather than bore and confuse them. One approach to chart the way through information: Start with a message, follow with evidence. These tips provide ways to effectively communicate the meaning of data.

Webcast

Demystifying Cost and Implementation Challenges

Get tips on evaluating cloud-based solutions and determining the right one for your business. Adaptive experts shed light on the transformational benefits achieved by Adaptive Insights' customers, and bust common misconceptions about adopting cloud-based solutions as a planning and business intelligence solution.

Webcast

Doubling Down on Improving Your FP&A Process for Software...

See how to leave spreadsheets behind in favor of robust planning and analysis processes and tools. With rolling forecasts and scenario analysis, reports and dashboards with drill-down and what-if capabilities, data works harder—freeing up time for strategic analysis that enables quick action on critical opportunities.

Webcast

Elevate the Role of Finance in Your Business Services...

Explore ways to make financial processes more strategic — such as seamlessly integrating multiple sources and slashing time spent on budgets—and tips to reduce dependency on spreadsheets. Business service finance leaders like retailer CORT have been able to successfully leap from spreadsheets and drive tangible benefits.

Webcast

Elevate the Role of Finance in Your Nonprofit Organization

Discover best practices for managing financial processes in nonprofit organizations. Adaptive Insights' software empowers nonprofits with dynamic reporting across multiple dimensions. After it reduced its dependency on spreadsheets, Goodwill reduced the time spent on financial processes and accelerated its decision-making.

Webcast

Elevate the Role of Finance In Your Organization

Learn how to make a case for revamping FP&A processes to transform the finance team into a value-add strategic partner. These three steps from Nucleus Research and reported results from top companies like DocuSign offer a solid rationale to cut ties with spreadsheets so that finance can provide valuable insights to the business.

Webcast

Elevate the Role of Finance in Your Retail Organization

Learn how to reinvent FP&A processes to give finance more leeway for strategic analysis. Papyrus cut ties with spreadsheets, which enabled the finance team to slash time spent on budgeting, planning, and analysis; provide valuable insights into sales; step up decision-making; and enhance visibility into operations.

Webcast

Elevate Your Reports & Dashboards to New Heights

Learn how to quickly and accurately produce impactful, high-quality reports and dashboards. By confidently communicating relevant information in the right format, decision-makers focus on analysis and make informed, timely decisions with positive results across the organization.

Webcast

End the Data Debate: Accelerate Planning & Reporting With...

Learn how to implement a single source of truth to end debates about data integrity and achieve organizational alignment. On tap: techniques to leverage existing resources to unify financial and business data, and real-world examples from companies that achieved better visibility into data and established clear accountability.

Webcast

Essential Guide to Budgeting Success

Gain actionable tips that eliminate errors due to manual consolidations, and drive better collaboration with stakeholders in higher education institutions. Barry University in Miami, FL, transformed its budgeting with Adaptive Insights software and achieved greater speed, accuracy, and control in its processes.

Webcast

Essential Guide to Virtual Close

Learn how to shave two days from the monthly close process through integration and automation. These best practices will also reduce manual work to boost data accuracy, deliver reports to stakeholders faster than ever, and improve control and compliance with audit tracking.

Webcast

Finance Secrets for Nonprofits

Get access to the top five budgeting secrets for nonprofits that are looking for a way to provide more insightful and timely knowledge—not just hand over the data. Adaptive Insights demonstrates how nonprofits can conduct in-depth, dynamic reporting by dimensions, such as fundraisers, programs, and donations.

Webcast

Finish This Year with a Better Budgeting Process

Learn how to reimagine the budgeting process with these real-world examples of finance managing data with greater speed, more flexibility, and better control. Tips and techniques to tighten collaboration with other business units and gain more accuracy are also on tap.

Webcast

FP&A Best Practices for Government Organizations

Get access to best practices for reducing dependency on spreadsheets and accelerating financial planning processes in government institutions. Learn how efficiently planning various funding scenarios based on economic conditions helps finance leaders in government organizations achieve more in less time.

Webcast

How to Build a Business Case for Transformation

Gain actionable frameworks and approaches to lead transformation of the finance function at your organization. Citing these real-world examples that show how organizations have successfully revamped their FP&A processes virtually assures buy-in from upper management.

Video

How to Upgrade your Financial and Management Reporting

Gary Beach, senior solutions specialist at Adaptive Insights, discusses financial management challenges—time, control, and accuracy—and how to overcome them with reporting best practices: automation, data accessibility, single version of truth, and connected processes.

Webcast

Improve Your Dashboard and Reporting Process

Explore how report and dashboard automation reduces workload, generates insightful data, and accelerates decision-making with greater confidence. Steve Player, director of the Beyond Budgeting Round Table, and an Adaptive demo illustrate how to spend less time on reports and more time on analytics that drive decision-making.

Webcast

Improve Your Forecasting & Budgeting Process for Business...

Discover best practices for improving the budgeting and forecasting process as highlighted by Cliff Marnick, vice president of finance at Jones Lang LaSalle, a professional services and investment management firm with annual fee revenue of $4.7 billion.

Webcast

Improve Your Forecasting and Budgeting Process for Software and...

Get access to budgeting and forecasting best practices that draw out key insights and drive decision-making. An Adaptive software demonstration shows how to automate sophisticated dashboards, integrate reports in real time, and enable budget collaborators with self-service reporting capabilities without relying on IT support.

Webcast

Innovations in Reporting & Dashboards: Your Keys to Better...

Learn how to leverage the “gold mine” of your data on hand without the heavy number-crunching. The latest innovations in reporting and dashboards make relevant data accessible, cut reporting cycle time by 75%, and deliver the actionable insights business leaders want and need.

Webcast

Keep Games and Politics Out of Budgeting

Learn about the causes of the most common budget “games” that prevent value-added reporting and apply proven best practices to avoid them. Actionable tips to take back to your organization include ways to spot and resolve common budgeting “games,” reduce the budget cycle time by 75%, and improve the quality of the budget.

Webcast

KPIs and Financial Measures for Retail and Wholesale...

Gain a critical understanding of the core KPIs savvy finance teams in retail and wholesale use to extract keen insights from data. Knowing the metrics, their drivers, and why they matter enables agility to improve profitability and margins, and aids in slashing planning and reporting cycles by 70%.

Webcast

KPIs and Financial Performance Measures for Business Services

Learn the key performance indicators that provide insights, improve utilization, and drive profitability for professional services companies. Operational insights and a system that integrates multiple data sources helps drive more agile budgets and plans, which ultimately help to make better business decisions.

Webcast

KPIs and Financial Performance Measures for Manufacturing

Discover the key performance indicators (KPIs) and performance measures finance leaders in manufacturing use to make data-driven decisions. Manufacturing finance teams heavily rely on a core set of key metrics that provide deeper levels of insights and fuel informed decision-making and efficient processes.

Webcast

KPIs and Financial Performance Measures for Nonprofits

Learn about key metrics that improve operational efficiency and fund management in nonprofit organizations. Savvy finance teams at nonprofits enable data-driven decision-making by relying on core analytics that span across dimensions, such as grants, programs, and funds.

Video

Lead with Confidence

Take a high-level look at how cloud-based corporate performance management and business intelligence solutions enable finance leaders to see more, build trust, and act with confidence in today’s fast-moving business environment.

Webcast

Making the Transition from Private to Public

Learn about the planning and execution necessary for initial public offering (IPO) readiness. Transitioning from a private to a public company requires organized financial performance management. Adaptive software helps to get a financial house in order, as was the case with Ruckus Wireless before, during, and after its IPO.

Webcast

Megatrends Impacting Finance in 2015

Take advantage of top trends impacting financial performance management by using the latest technology tools. Paul Hamerman, vice president and principal analyst at Forrester Research Inc., shares how key trends in cloud, mobile, and analytics are pushing CFOs to be more strategic in the coming year.

Webcast

Modern Approach to FP&A: How Adaptive Insights can Help Your...

Discover how business analytics and cloud computing help organizations take a modern approach to planning and budgeting. Leading companies revolutionized their reporting processes through automation and real-time data accessibility in Adaptive Insights' software.

White Paper

No Time For Budgets

Learn how to pick up the pace of your annual planning process—or eliminate it for the better. The typical annual budgeting process is too slow for a volatile and changing business landscape. Finance leaders can pick up the speed, or eliminate the annual budget, by using rolling forecasts or scenario planning.

Webcast

One-size-fits-all FP&A Doesn't Work for Manufacturers

Learn why manufacturers need a corporate performance management solution to thrive in a changing landscape. Cindy Jutras, president of Mint Jutras, discusses the complex issues facing manufacturers, the value of a financial performance solution in a manufacturing environment, and best practices when deploying new technology.

Webcast

Overcoming Objections to Implementation

Overcome fears of the unknown in deploying a new performance management tool. CFOs need a modernized finance solution to develop broad strategies, drive innovation, and make data-driven decisions. We discuss what to expect and how companies successfully overcame challenges when implementing new finance technology.

Datasheet

Reporting & Analysis Datasheet

Get an overview of Adaptive Planning and Adaptive Consolidation capabilities. These tools deliver powerful, interactive reporting functionality. No programming or special skills are required to use the simple drag-and-drop interface, so any user can create and run reports for analysis.

Datasheet

Revenue Management Datasheet

Read how the Adaptive's approach to revenue management empowers your organization to analyze, plan, and manage revenue—from corporate objectives to sales forecasts and quotas linked back to your financial plans. Based on best practices and implementation expertise, the solution speeds your journey to revenue life cycle management.

Webcast

Smarter Planning and Forecasting: An Overview of Adaptive...

Get an overview of Adaptive Planning in a presentation conducted at the 2015 Adaptive Live conference. For companies that desire smarter planning and forecasting, Adaptive Planning helps improve FP&A processes, including the financial close, manager engagement, and more.

Video

Taking the Lead in Finance Transformation

Learn more about the growing strategic influence of the finance organization. As product life cycles shorten, markets become more segmented, and competition intensifies, finance leaders need to reinvent their roles accordingly, using advanced technologies to continue adding data-driven value in executive decision-making.

Video

Taming Your Consolidated Financial Close

Take the pain out of the monthly close through consolidation on a single platform. While weathering technology shifts and a tough competitive environment, today’s controller must maintain focus on streamlining accounting activities. Unifying consolidation helps reduce costs and keep the close process precise and accurate.

Webcast

Technology Webinar Series: Buyers Guide to Planning,...

Know what to look for when it comes to evaluating an analytics and performance management solution, and understand the top trends and challenges facing finance professionals. A cloud-based platform and the ability to connect across systems are among the features of a high-performing management solution.

Webcast

Technology Webinar Series: How IT Can Partner With Finance on...

Know the key questions to ask and what to look for when evaluating an analytics and performance management solution. Companies are expecting their finance leaders to deliver strategic insights. Make sure your finance technology solution empowers finance professionals by effectively managing the whole financial process.

Video

The Secrets to Better Personnel Planning

Watch and learn how to get optimal bang for the buck when planning headcount. For any business, personnel costs can be the largest operational expense, requiring decision making from the CEO, CFO, and HR. These four pillars of personnel planning can help ensure the process directs resources to the right investments.

Webcast

Turn Revenue Planning Into Your Secret Weapon for Business...

Explore how to create a strong revenue model to predict business performance and elevate the finance role in the eyes of business leaders. With an accurate, flexible model, it’s easier to identify trends and issues, guide investment decisions, and exert control over critical targets like profit margins and revenue per FTE.

Webcast

Use Dashboards and Analytics to Find Hidden Gems in Your Data

Discover ways to mine data for “hidden gems.” In other words, obtain strategic insight into opportunities and trends through real-time data. Business intelligence and analytics tools like dashboards help companies visualize important KPIs with the information already on hand.

Webcast

Use Dashboards and Analytics to Find Hidden Profits in Your Data

Find out how business leaders leverage the data on hand to capitalize on emerging trends and expand revenue. Companies make better decisions when they visually analyze KPIs in real time in dashboards using Adaptive Insights' software solutions. Automating sophisticated and customizable reports also accelerates decision-making.

Webcast

Use Dashboards and Analytics to Find Hidden Savings in Your Data...

Get tips for visualizing important KPIs with data on hand—without all the manual, time-consuming work. Finance teams can deliver key insights to company leaders by automating sophisticated tasks, customizing reports and dashboards, and analyzing real-time data in a central source.

White Paper

Why More Companies are Abandoning Budgets in Favor of Rolling...

Read about the trend away from annual budgeting to rolling forecasts, flexible budgets and event-driven planning for agility. Unilever, Norton Lilly International, and Statoil are on board. Says one budgeting expert, “It makes no sense to use a 19th-century tool to manage a 21st-century company in a volatile global economy.”

Webcast

5 Reasons to Think Beyond Spreadsheets

Discover the top five reasons companies move beyond spreadsheets and gain peer-tested methods to streamline financial processes for accuracy and efficiency. Ditching manual consolidation and driving better engagement through improved workflow allow finance teams to truly excel, with more time to focus on business analysis.

Webcast

5 Tips to Making Rolling Forecasts a Reality

Discover what leading finance organizations already know about rolling forecasts: Learn five actionable strategies to help you shave 75% off your planning cycle time. Also, learn how to accurately forecast decision-driving KPIs, and better prepare for opportunities and risks through efficient contingency planning.

Webcast

A Better Financial Close: Don’t Let Spreadsheets Stand in the Way

Brian Sommer, TechVentive CEO and ZDNet contributor, explains how progressive CFOs complement consolidation and reporting technologies to realize efficiencies across the board, from speeding up the close, to tracking entries across all users to maintain compliance, to churning out reports easily from a single source of truth.

Webcast

Accelerate Productivity and Profit Through Effective Planning

Jeanne Urich, managing director at ServicePerformance Insight, outlines how to rate the service performance of your organization and move it along the maturity curve of the Planning and Budgeting Maturity Model™. Identify growth-spurring KPIs, ways to improve your planning process, and how to slice cycle times by 70%.

Datasheet

Adaptive Consolidation Datasheet

Read how Adaptive Consolidation, an intuitive, cloud-based tool, enables organizations to accurately and efficiently consolidate their financials with a fraction of the resources required by traditional enterprise solutions.

Brochure

Adaptive Discovery Brochure

Learn more about Adaptive Discovery, a comprehensive data visualization and analytics application designed for finance, executives, and line-of-business managers—not just IT. The power of truly visual analytics enables companies to see trends, drill into the dimensions that matter, and easily see exceptions and variances.

Datasheet

Adaptive Discovery Datasheet

Read how Adaptive Discovery dashboards empower executives, line-of-business managers, finance, and more with visual insights and business user-driven analysis—all in the cloud. As your business grows, Professional and Enterprise editions extend and scale to meet every analysis need.

Brochure

Adaptive Planning Brochure

Datasheet

Business Services Datasheet

Discover how Adaptive Insights provides business services companies with a corporate performance management system that includes multi-dimensional, detailed personnel planning and reporting, integrated P&L and cash flow statements, and reporting and analysis of key metrics.

Webcast

Double-Down on Improving Your FP&A Process

Learn how to fuel growth and productivity with data from highly successful manufacturers. Tips include better ways to drill down into data, deliver key insights that allow for timely and informed decisions, and answer questions about profitability and margins, even as variables change.

White Paper

Get IT Right—Or Get Left Behind

Nearly all respondents to a CFO research survey agreed better use of IT would boost business performance, but hurdles remain to fully capitalizing on the cloud, big data, and mobile technology. Peer into the mindsets of 112 finance executives from small and midsize companies on the competitive use of information technology.

White Paper

How to Avoid Three Costly Reporting Mistakes

Learn about the most costly reporting mistakes and how to avoid them. A white paper from BPM Partners discusses the high cost of excess resource requirements, decision-making without adequate information, and missed opportunities due to lack of reporting capabilities.

Datasheet

OfficeConnect Datasheet

Learn more about Adaptive OfficeConnect: software that makes it easy to create high-quality reports, board books, and presentations with Microsoft Word, Excel, and PowerPoint. Completely connected with Adaptive Planning and Adaptive Consolidation, it creates dynamic, beautiful reports always based on the latest data.

White Paper

Self-Service BI Through Data Discovery and Visualization

Read about using visual analytics to access information in near real time. Organizations are finding it increasingly difficult to deal with increasing volumes of data and promptly distribute information to the right people at the right time. These challenges give rise to an opportunity for innovation in analytics.

Webcast

Take the Pain Out of Financial Consolidation

Get six proven tips that reduce risk and accelerate the monthly close in your organization. Learn from best-in-class organizations; DayMen, owner of Lowepro, Joby, and Acme Made camera bags and accessories, slashed two days from its monthly close process through consolidating subsidiaries across different general ledger systems.

eBook

The Path to Reporting Nirvana

Get a step-by-step guide to achieving reporting nirvana. Feeling trapped in an endless cycle of so much data and not enough knowledge about that data can be a kind of hell on Earth. Quality financial reports, effective collaboration, and the right financial tools set businesses on a path to success.

Webcast

Tips and Tricks for Accurate Forecasts

Discover tips and tricks to help generate forecasts that more accurately project future business results, and see how leading companies save time and increase accuracy by eliminating forecasting errors and streamlining planning processes.

Webcast

Top Financial KPIs that Matter for Insurance

Discover how to replicate the success of top-performing data-driven insurance companies. Find out the key financial metrics they use to push growth and profitability, and how to get started in the short and long term.

Webcast

Use Dashboards & Analytics for Business Services

Learn how visual dashboards transform on-hand data into a business asset. Finance empowers business leaders with insights to drive profits and reduce costs, as experienced by investment management and professional services company Jones Lang LaSalle.

White Paper

Using Scenarios to Plan for Tomorrow

Scenario planning refocuses executive assumptions and management views, promotes organizational learning, and models the business environment as nonlinear. The results? A much clearer view of future business opportunities. The planning experience at Shell and a seven-step process are outlined here.

White Paper

Accelerating Productivity and Profit Through Effective Planning

Unleash the full power of Adaptive Insights' planning, budgeting, and forecasting software for cash flow projection, sales planning, and balance sheet forecasting. With these tips and strategies you can reduce cycle times up to 90%.

White Paper

Minding the Analytics Gap

Read about effectively applying your analytical results to business issues. Many executives are making critical decisions based on data they do not fully understand. Financial managers can help bridge the gap between understanding data and making data-driven decisions.

White Paper

Reinventing the CFO

Read about the modern pressures facing CFOs, their challenges with combining technology and financial practices, and examples of CFOs who have reinvented their roles as a strategic member of the C-suite. The excerpt comes from the book “Reinventing the CFO: How Financial Managers Can Transform their Roles and Add Greater Value.”

White Paper

The Changing Manufacturing Landscape

Read about the unique challenges of achieving excellent corporate performance in the manufacturing sector. Discover how taking planning and performance management out of spreadsheets and into the cloud offers greater agility to successfully conduct business across multiples sites, divisions, and operating locations.

White Paper

Turn Your Budgeting Process Upside Down

Discover strategies to move beyond number-crunching and improve the budgeting process. Bottom-up budgeting focuses on earnings and short-term numbers. But budgeting used as a tool to introduce and reinforce a growth mindset results in wiser investments that drive long-term revenue, cash flow, and shareholder value.

White Paper

Using Dashboards to Revolutionize Your Performance Management-...

Read about making dashboards a vital part of the management process. Mark Lorence, director at Palladium Group, Inc., provides clear-cut, intelligible definitions of dashboards and scorecards and how they work together in a well-oiled performance management system.

White Paper

What the Best CFOs Do Better: Secrets for Smarter Decision-Making

Finance chiefs offer a unique perspective in their organizations by providing a big picture view of financial data and a granular view of operations. Learn what the top CFOs are doing to drive better decision-making.

Datasheet

Adaptive Suite Datasheet

Learn more about the most complete cloud CPM and BI package, the Adaptive Suite, which includes unified planning, reporting, consolidation, and analytics solutions that are modern, powerful, and intuitive for all types of business users.

Video

Arizona Cardinals Customer Testimonial

Justin Saltzman, accounting manager with NFL football team Arizona Cardinals, discusses how financial reporting through Adaptive Insights improved collaboration among budget managers. Increased visibility into departments gave the executive management team a better and more informed snapshot of the organization.

Webcast

Cloud Computing for Real-World Finance

Get straight talk on how to automate your accounting and finance processes in the cloud to optimal results. Greater data insights with less hands-on effort is just one of cloud computing’s big draws. See how organizations taking the leap also reap more time—and more money—to spend on other business priorities.

White Paper

Design Characteristics of an Effective Natural P&L Report

Consult this brief checklist written by Randall Bolten, author of “Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You,” as a guide to create a “natural P&L,” a cornerstone of management reporting in every organization.

Video

Gentiva Customer Testimonial

Brandon Ballew, senior vice president of operational finance at Gentiva, describes how branch managers struggled to make business plans in Excel or Hyperion—but creating a flexible model in Adaptive Insights allowed branches to focus on quality patient care because financial statements “take care of themselves."

Datasheet

Adaptive Planning Datasheet

Learn how to elevate your corporate performance management with Adaptive Planning, the market leader in cloud-based budgeting, forecasting, and reporting. Adaptive Planning’s rich functionality and intuitive interface help make it the world's most usable cloud CPM application.

Webcast

Rolling Forecasts: A Guide to Planning Success For Energy and...

See how energy and utility company finance teams are rethinking their planning processes to accurately forecast and maximize profitability based on changes in pricing, demand, and capacity. Get real-world examples of how they using rolling forecasts, even at the plant level, to be more strategic and reduce inefficiencies.

Webcast

Top Financial KPIs that Matter for Financial Services

Learn to replicate the success of top-performing data-driven financial services organizations. Find out the key financial metrics they use to push growth and profitability, and how to get started in the short and long term.

eBook

5 Steps to Getting Your Business on Board with Rolling Forecasts

Learn how to set your course right with rolling forecasts. Dramatically reduce the time your business spends laboring over the annual plan or budget, so that your assumptions are current and in line with actual market conditions. We'll guide you through some of the most important best practices as well as advise you on steps to making...